January 19, 2020


  • Dimensional Funds and most Core Asset Classes within Monte Carlo assets have been updated with 2019 return values.


  • Reports were periodically resulting in "Gateway timeout" errors, these have been resolved.
  • Setting "child leaves home" date beyond death of both parents caused report errors, this is now fixed.
  • Survivor reports were not displaying Roth Conversions correctly.
  • Survivor reports were not displaying annuitized retirement asset income correctly.
  • Overriding child fields on alternative profiles did not properly display a marker so it was difficult to tell which child had overridden data.